Here is our Coronado office.

Here is our Coronado office.

Partner's of the Year 2008Pictured are Martha and Ron Levacy with their Partnervest Advisors of the Year awards.

Martha Levacy

Since the Fall of 1981, Martha has been a pioneer in the Financial Services Industry. She launched her own estate planning practice in Coronado, CA in 1987, one of the first woman owned in the country. Later, she expanded the business to include fee based, full service portfolio management. She remained active with the community–as treasurer of Coronado Soroptimists and on the Board of Directors for Coronado Chamber of Commerce and Coronado Historical Society.

Martha enjoys helping clients identify and reach their financial goals. She feels a special responsibility in helping her lady clients navigate through sensitive transitions such as death and divorce.

Ron Levacy

Ronald E. Levacy started the very first bank platform investment program in the USA at San Diego Trust & Savings Bank in 1987. In 1994 he managed the bank platform investment program for the state of California at First Interstate Bank. He was born in the Territory of Hawaii, graduated with honors at CSULB and was a Kappa Sigma Outstanding Pledge.

Andrew Levacy

Andrew has always set high goals for himself. He reached them quite literally as a Varsity Water Polo player, earning most valuable offensive player in 1997. Shortly after he achieved the highest rank in Scouting: Eagle.  Andrew completed his goal to finish college early and graduated in three years with a degree from UC Davis, just one month after turning 21. He continues this discipline in his career by helping clients set and achieve their income goals. Andrew is happily married to Monica. They were wed in April of 2007 and celebrated the birth of their daughter on May 23, 2010.

 

 

 

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Bonnie Kerr

Bonnie KerrBonnie Kerr has been a valuable member of The Levacy Group since 1997. As an Administrative Assistant, she has helped the business run smoothly & efficiently. Because of her great relationship with our wonderful clients, she has always looked forward to coming to work.

Bonnie is a native on New York State and a graduate of the State University of New York at Plattsburgh. She has been a resident of Coronado, California since 1972 where she was employed by the Coronado Unified School District for 17 years as an aide in the elementary reading center and in special education classrooms.

As Bonnie has reduced her hours, she has been able to be a volunteer at Second Hand Prose, a used book store in the Coronado Library, where all profits are donated back to the library & other non-profit organizations.

 

 

Services offered through Partnervest Division of Sorrento Pacific Financial, LLC. (Member FINRA/SIPC). Investment Advisory provided through Partnervest Advisory Services, LLC. Some insurance products sold through Partnervest Insurance Services, LLC.